XY Planning Network’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

XY Planning Network’s Portfolio AVSC Stock Details AVSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$281K	Buy	+3,831	New	+$261K	0.04%	294

Other funds holding AVSC

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Kilner Capital Advisors Gaithersburg, Maryland $117M AUM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return

XY Planning Network's AVSC Position: Q2 2026 in Review

XY Planning Network opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q2 2026: 3,831 shares worth $281K. The stake represents 0.04% of the portfolio and ranks #294 among its holdings.

84 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

XY Planning Network held 3,831 shares of Avantis US Small Cap Equity ETF worth $281K as of Q2 2026.
Avantis US Small Cap Equity ETF was a new XY Planning Network position in Q2 2026.
Avantis US Small Cap Equity ETF made up 0.04% of XY Planning Network's portfolio in Q2 2026, its #294 holding.
84 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.